jubnl
59c2624fa9
Trip currency, expense currency and display currency answer three different questions, and nothing said so: the trip currency wasn't documented at all (it had no picker until now), and Budget-Tracking conflated the other two while still claiming 47 currencies and a display currency that always came from Settings. Add a Currencies page as the one place they're defined together — the trip currency as the accounting base, the expense currency as the receipt with its rate frozen at entry, the display currency as presentation-only — plus what happens when a trip's currency changes, which currency a public share renders in, and what belongs to the Costs addon versus the trip itself. Rewrite Budget-Tracking's currency section against it, document the currency field in Creating-a-Trip and the display currency in Display-Settings (which never mentioned it), and note the sharer-or-trip fallback in Public-Share-Links.
4.0 KiB
Creating a Trip
Opening the Dialog
Click the New Trip button in the dashboard toolbar (or the Create First Trip button on the empty state) to open the Create Trip dialog.
You can also open it directly via a deep link: navigate to /dashboard?create=1. This is the URL used by system notices that prompt you to create a trip.
Fields
Title (required)
The trip name. Cannot be empty — saving is blocked until a title is entered.
Description (optional)
A short free-text description shown on the trip card.
Dates
Set a Start date and End date using the date picker. The day count is calculated automatically when both are set.
If you leave both dates empty, a separate Day count field appears. Enter a number between 1 and 365 to create a date-less itinerary with a fixed number of days.
You cannot set only one date and leave the other blank via normal interaction — setting a start date auto-fills or adjusts the end date to preserve the previous duration.
Currency
The trip's currency — its accounting base. Every expense in the Costs tab is converted into it, and every balance and settle-up suggestion is calculated in it. Defaults to EUR; 165 currencies are available.
Pick the currency you will actually settle up in. It is not a cosmetic label, but it is not a one-way door either: you can change it later from the same dialog (with the trip_edit permission), and TREK re-bases the existing expenses so no money moves — see Currencies → Changing the trip currency.
This is not the same as the display currency in Settings → Display, which only changes what you read. See Currencies.
Cover Image
The cover image is displayed on the trip card and as the background of the Spotlight card. You can add one in three ways:
- Drag and drop an image file onto the dashed upload area.
- Paste from clipboard — if you have an image in your clipboard, paste it anywhere in the dialog.
- File picker — click the upload area to browse for a file.
- Search Unsplash — type a query to pick a stock photo. If this returns "Unsplash search unavailable" (common on VPS/datacenter IPs), configure a free Unsplash Access Key — see Environment-Variables → Image Search (Unsplash).
When creating a new trip the cover image field is always visible. When editing an existing trip it is only shown if you have the trip_cover_upload permission. For a new trip, the image is uploaded immediately after the trip is created.
Reminder
A push notification sent before the trip departs. The field shows a set of preset options:
| Option | Days before departure |
|---|---|
| None | 0 |
| 1 day | 1 |
| 3 days | 3 |
| 9 days | 9 |
| Custom | 1–30 (you enter the number) |
When creating a new trip the reminder field is always visible. When editing an existing trip it is only shown to the trip owner or admin users.
If reminders are disabled on your instance (trip_reminders_enabled = false), the reminder section is shown at reduced opacity with an informational message in place of the preset buttons.
Admin: Trip reminders are controlled by a server-side feature flag (
trip_reminders_enabled). Contact your administrator to enable them.
Members
Add initial trip members from the members selector. On a new trip, selected members are queued locally and added to the trip immediately after it is saved. The selector shows all registered users on your instance except yourself.
Saving
Click Create Trip. The trip is saved and you are taken to the Trip-Planner-Overview for the new trip.